SBH GLOBAL ALL CAP FUND AAPL Holdings History
SBH GLOBAL ALL CAP FUND's Apple Inc Holding Summary
As of 2025-03-31, SBH GLOBAL ALL CAP FUND held 3,742.00 shares of Apple Inc(AAPL), totaling $831,210.00. This investment constitutes 2.59% of their stock portfolio, and SBH GLOBAL ALL CAP FUND now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q2. And since then SBH GLOBAL ALL CAP FUND has made 2 purchases of AAPL, at an average price of $154.49, for a total of 7,614.00 shares. In addition, there have been 3 sales at an average price of $182.49 for 3,872.00 shares. Based on historical transaction data and AAPL's current price of $214.15, SBH GLOBAL ALL CAP FUND's estimated gain on his AAPL holdings is $331,689.26, reflecting a 28.20% gain to date.
SBH GLOBAL ALL CAP FUND AAPL ($214.15) Holding Chart
SBH GLOBAL ALL CAP FUND AAPL ($214.15) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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